> Their moat looks pretty thin.
Their value is in the data they've collected and are collecting. Usage, acceptance rate, and all the connected signals. Plus having a large userbase where they can A / B test any finetune they create.
Their value is in the data they've collected and are collecting. Usage, acceptance rate, and all the connected signals. Plus having a large userbase where they can A / B test any finetune they create.
People home about Teams sucking, but its market share is several times that of Slack because of distribution.
I guarantee that Microsoft has even more data.
Obviously we're running both, using the right tool for the job.
There is stickiness there from being early. That will be hard to replicate.